LWM

Liberty Wealth Management Portfolio holdings

AUM $710M
1-Year Est. Return 15.99%
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$43K 0.02%
74
+5
302
$43K 0.02%
1,032
+14
303
$43K 0.02%
191
+12
304
$43K 0.02%
520
305
$43K 0.02%
+3,455
306
$42K 0.02%
1,393
+31
307
$42K 0.02%
589
-235
308
$42K 0.02%
8,677
-173
309
$42K 0.02%
734
+708
310
$42K 0.02%
246
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311
$41K 0.02%
625
-398
312
$41K 0.02%
168
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313
$41K 0.02%
172
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314
$41K 0.02%
768
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315
$41K 0.02%
1,857
-15
316
$41K 0.02%
1,289
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317
$40K 0.02%
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318
$40K 0.02%
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1,874
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320
$40K 0.02%
121
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321
$40K 0.02%
596
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322
$40K 0.02%
2,324
+1,139
323
$40K 0.02%
+267
324
$40K 0.02%
795
-7
325
$39K 0.02%
790
+665
11 12
13
14 15